Superior Planning, LLC’s Sprott Physical Gold and Silver Trust CEF Stock Holding History

Superior Planning, LLC’s Portfolio CEF Stock Details CEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$441K	Buy	+10,606	New	+$455K	0.18%	109

Other funds holding CEF

Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

Evelyn Partners London $6.26B AUM

Managed Asset Portfolios Rochester, Michigan $902M AUM 36.95% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.3B AUM 27.97% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Cheviot Value Management Beverly Hills, California $1.03B AUM 18.09% 1-Year Est. Return

Marshall Financial Group (Maryland) Hunt Valley, Maryland $707M AUM 17.52% 1-Year Est. Return

Superior Planning, LLC's CEF Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Sprott Physical Gold and Silver Trust (CEF) in Q3 2026: 10,606 shares worth $441K. The stake represents 0.18% of the portfolio and ranks #109 among its holdings.

338 funds tracked by Wall St. Rank hold CEF as of Q3 2026.

Superior Planning, LLC held 10,606 shares of Sprott Physical Gold and Silver Trust worth $441K as of Q3 2026.
Sprott Physical Gold and Silver Trust was a new Superior Planning, LLC position in Q3 2026.
Sprott Physical Gold and Silver Trust made up 0.18% of Superior Planning, LLC's portfolio in Q3 2026, its #109 holding.
338 funds tracked by Wall St. Rank held Sprott Physical Gold and Silver Trust as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.